Stifel Financial
FFLC icon

Stifel Financial’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Stifel Financial’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Sell
35,960
-1,218
-3% -$65.4K ﹤0.01% 2022
2025
Q4 		$1.98M Buy
+37,178
New +$1.96M ﹤0.01% 1939

Other funds holding FFLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Stifel Financial's FFLC Position: Q1 2026 in Review

Stifel Financial reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 3.3% in Q1 2026, selling an estimated $65.4K and leaving 35,960 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Stifel Financial first reported a position in FFLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.98M in Q4 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Stifel Financial held 35,960 shares of Fidelity Fundamental Large Cap Core ETF worth $1.84M as of Q1 2026.
  • Stifel Financial sold 1,218 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $65.4K.
  • Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2022 holding.
  • Stifel Financial first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • Stifel Financial's Fidelity Fundamental Large Cap Core ETF position peaked at $1.98M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.